COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 69 filers reported holding COLUMBIA ETF TR I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336 | -2.3% | 19,941 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $344 | +41.6% | 19,534 | +43.5% | 0.00% | +100.0% |
| Q1 2023 | $243 | -9.7% | 13,614 | -12.4% | 0.00% | 0.0% |
| Q4 2022 | $269 | -99.9% | 15,544 | -8.6% | 0.00% | -50.0% |
| Q3 2022 | $285,000 | -71.3% | 17,009 | -69.8% | 0.00% | -60.0% |
| Q2 2022 | $993,000 | -10.1% | 56,240 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $1,105,000 | -19.7% | 56,714 | -12.2% | 0.01% | -16.7% |
| Q4 2021 | $1,376,000 | +5.4% | 64,574 | +5.6% | 0.01% | 0.0% |
| Q3 2021 | $1,306,000 | +0.5% | 61,148 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $1,300,000 | -0.5% | 60,309 | -2.5% | 0.01% | -14.3% |
| Q1 2021 | $1,306,000 | -33.2% | 61,845 | -30.2% | 0.01% | -36.4% |
| Q4 2020 | $1,956,000 | -5.0% | 88,569 | -7.5% | 0.01% | -21.4% |
| Q3 2020 | $2,060,000 | +9.3% | 95,759 | +7.3% | 0.01% | 0.0% |
| Q2 2020 | $1,884,000 | +6.6% | 89,225 | +0.3% | 0.01% | -17.6% |
| Q1 2020 | $1,768,000 | -7.3% | 88,957 | -2.9% | 0.02% | +13.3% |
| Q4 2019 | $1,907,000 | +94.8% | 91,629 | +94.8% | 0.02% | +66.7% |
| Q3 2019 | $979,000 | +55.6% | 47,047 | +52.9% | 0.01% | +50.0% |
| Q2 2019 | $629,000 | +60.9% | 30,774 | +56.5% | 0.01% | +50.0% |
| Q1 2019 | $391,000 | – | 19,658 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TruWealth Advisors, LLC | 2,541,228 | $56,136,000 | 8.38% |
| OneDigital Investment Advisors LLC | 3,930,781 | $86,831,000 | 4.52% |
| Signature Wealth Management Partners, LLC | 170,099 | $3,757,000 | 3.76% |
| Legacy Wealth Partners, Inc. | 262,588 | $5,801,000 | 3.65% |
| Advisory Resource Group | 226,234 | $4,998,000 | 2.48% |
| Silicon Hills Wealth Management, LLC | 50,971 | $1,126,000 | 1.02% |
| Schneider Downs Wealth Management Advisors, LP | 129,730 | $2,866,000 | 0.80% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 46,000 | $1,016,000 | 0.66% |
| F3Logic, LLC | 206,296 | $4,546,000 | 0.64% |
| Financial Insights, Inc. | 33,911 | $749,000 | 0.58% |